See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,036 | $79,013-78.4% | $100,391-83.0% | $74,495-77.1% |
| Participation rate | 83.9% | 79.5%+4.5pp | 81.5%+2.5pp | 67.2%+16.7pp |
| Annual return | 12.51% | 20.41%-7.9pp | 49.20%-36.7pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $500 | $3,021-83.4% | $3,942-87.3% | $2,623-80.9% |
| Participant deferral / active EE | $2,247 | $7,760-71.0% | $8,082-72.2% | $4,346-48.3% |
| Admin fee / account holder | $1,211 | $1,320-8.2% | $7,899-84.7% | $1,942-37.6% |